Life Events

26 10, 2016

Estate planning – the basic essentials

By | October 26th, 2016|Legal Services for Asset Protection, Life Events, Uncategorized, Useful Articles|0 Comments

Estate planning – the basic essentials It is generally believed that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are [...]

28 09, 2016

Changes to Age Pension assets test from 1 Jan 2017

By | September 28th, 2016|Life Events, Retirees, Useful Articles|0 Comments

Changes to Age Pension assets test from 1 Jan 2017  The government’s changes to the Age Pension could affect your retirement income and potentially your retirement lifestyle. It is important to understand what the changes are, and what it means for you. The Age Pension and Assets Test Explained The Centrelink Age Pension assets test [...]

12 05, 2016

Review Will – What Life Events trigger the need for a review?

By | May 12th, 2016|Asset Protection incl. Legal Services, Business Owners, Financial & Retirement Planning, Legal Services for Asset Protection, Life Events, Life Insurance, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Review Will - What Life Events trigger the need for a review?   Sophie Cohen, Legal Practitioner at Prime Financial Group discusses the life events that triggers the need to review your Will. If you or your family have experienced a major life event, you need to update your will. We recommend you should review [...]

12 04, 2016

Investment Clients of Prime: What can you expect?

By | April 12th, 2016|Accountants, Business Owners, Financial & Retirement Planning, Life Events, Life Insurance, Prime Financial Group, Professional Executives, Retirees, Superannuation incl. SMSF|0 Comments

Investment Clients of Prime: What can you expect?   Jonathan Bayes, Chief Investment Officer at Prime Financial Group, explains what clients can expect from Prime Financial Group's investment advice, service and ongoing portfolio management.   Investing with Prime, clients should expect to see portfolios built with a focus on quality first and foremost, be they [...]

8 04, 2016

Super in your 20s. Boring? Doesn’t have to be!

By | April 8th, 2016|Investment Advice, Life Events, Life Insurance, Superannuation incl. SMSF|0 Comments

Super in your 20s   I remember my first full time job and receiving a form about super. I honestly had no idea. I was just starting my career and here I am completing a form that relates to my retirement. I was more interested in my first pay date, than thinking about something I [...]